$345 Million is the total value of Werba Rubin Papier Wealth Management's 153 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 33.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $51,885,702 | +9.8% | 579,728 | +0.1% | 15.05% | -6.2% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $46,734,436 | +5.9% | 733,204 | +0.4% | 13.55% | -9.5% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $42,774,513 | +4.0% | 456,456 | -0.3% | 12.40% | -11.1% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $18,479,212 | +7.1% | 280,583 | +1.6% | 5.36% | -8.5% |
| AAPL | Buy | APPLE INC | $17,263,186 | -4.0% | 100,672 | +7.7% | 5.01% | -18.0% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $15,199,805 | +9.1% | 371,633 | -0.7% | 4.41% | -6.8% | |
| AVEM | Sell | AMERICAN CENTY ETF TRavantis emgmkt | $9,237,356 | +2.2% | 159,375 | -0.5% | 2.68% | -12.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $7,909,001 | +3048.6% | 22,978 | +2743.8% | 2.29% | +2597.6% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $5,938,780 | +22.2% | 161,600 | +14.2% | 1.72% | +4.4% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $4,918,019 | +6.2% | 64,728 | -2.1% | 1.43% | -9.3% |
| VOO | Buy | VANGUARD INDEX FDS | $4,545,369 | +18.5% | 9,456 | +7.6% | 1.32% | +1.2% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $4,425,939 | -0.4% | 194,718 | -0.5% | 1.28% | -14.9% |
| MSFT | Buy | MICROSOFT CORP | $4,108,362 | +16.6% | 9,765 | +4.2% | 1.19% | -0.4% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $3,997,460 | +11.1% | 43,113 | -0.6% | 1.16% | -5.2% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $3,801,737 | +12.5% | 125,802 | +6.6% | 1.10% | -3.9% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $3,774,166 | +30.7% | 164,452 | +29.5% | 1.09% | +11.6% |
| AMZN | Buy | AMAZON COM INC | $3,075,453 | +31.3% | 17,049 | +10.6% | 0.89% | +12.2% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $3,062,992 | +7.5% | 95,868 | -1.7% | 0.89% | -8.2% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,946,938 | +1.1% | 15,358 | -5.2% | 0.86% | -13.6% |
| MQ | MARQETA INC | $2,944,598 | -14.6% | 494,060 | 0.0% | 0.85% | -27.1% | |
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,886,543 | – | 17,724 | +100.0% | 0.84% | – |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $2,609,861 | +21.3% | 47,949 | +16.6% | 0.76% | +3.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,582,726 | -11.4% | 9,937 | -19.1% | 0.75% | -24.3% |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $2,494,969 | – | 30,602 | +100.0% | 0.72% | – |
| IBHD | Sell | ISHARES TRibonds 24 trm hg | $2,481,198 | -5.0% | 106,421 | -5.4% | 0.72% | -18.8% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $2,355,458 | +22.3% | 40,915 | +17.7% | 0.68% | +4.4% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $2,341,893 | +12.8% | 41,100 | +2.6% | 0.68% | -3.7% |
| FB | Buy | META PLATFORMS INCcl a | $2,323,969 | +44.9% | 4,786 | +5.7% | 0.67% | +23.9% |
| NVDA | Buy | NVIDIA CORPORATION | $2,068,300 | +282.8% | 2,289 | +109.8% | 0.60% | +227.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,776,405 | -0.5% | 3,379 | -9.6% | 0.52% | -15.0% |
| CRM | Sell | SALESFORCE INC | $1,759,908 | +13.9% | 5,838 | -0.6% | 0.51% | -2.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,671,036 | +445.7% | 40,006 | +437.0% | 0.48% | +366.3% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $1,491,613 | +49.4% | 23,212 | +34.3% | 0.43% | +27.7% | |
| SNOW | Sell | SNOWFLAKE INCcl a | $1,489,305 | -61.0% | 9,216 | -52.0% | 0.43% | -66.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,471,417 | +44.5% | 9,749 | +33.7% | 0.43% | +23.4% |
| SOXX | Buy | ISHARES TRishares semicdtr | $1,387,375 | +16.8% | 6,141 | +197.8% | 0.40% | -0.2% |
| V | Buy | VISA INC | $1,372,473 | +10.3% | 4,918 | +2.9% | 0.40% | -5.7% |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $1,327,088 | – | 5,628 | +100.0% | 0.38% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,286,672 | – | 8,253 | +100.0% | 0.37% | – |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $1,215,668 | +38.1% | 6,231 | +24.0% | 0.35% | +18.1% |
| XOM | Buy | EXXON MOBIL CORP | $1,109,113 | +16.4% | 9,542 | +0.1% | 0.32% | -0.6% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $1,081,868 | +2.5% | 43,765 | +0.0% | 0.31% | -12.3% |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $1,072,671 | – | 3,446 | +100.0% | 0.31% | – |
| JPM | Sell | JPMORGAN CHASE & CO | $1,028,785 | +5.1% | 5,136 | -10.8% | 0.30% | -10.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,028,426 | +6.3% | 4,499 | -0.8% | 0.30% | -9.4% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $1,016,835 | +5.5% | 37,397 | +0.0% | 0.30% | -9.8% | |
| GILD | Buy | GILEAD SCIENCES INC | $987,850 | -9.4% | 13,486 | +0.2% | 0.29% | -22.7% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $962,487 | +189.1% | 12,765 | +192.8% | 0.28% | +146.9% |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $963,251 | – | 3,695 | +100.0% | 0.28% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $952,201 | +7.9% | 1,815 | -1.8% | 0.28% | -8.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $934,396 | +159.9% | 2,222 | +120.4% | 0.27% | +122.1% |
| Buy | AMERICAN CENTY ETF TRavantis all eqt | $860,595 | +14.0% | 12,326 | +5.7% | 0.25% | -2.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $847,355 | +97.9% | 5,565 | +83.2% | 0.25% | +69.7% |
| CMF | New | ISHARES TRcalif mun bd etf | $846,799 | – | 14,717 | +100.0% | 0.25% | – |
| IBHE | ISHARES TRibonds 25 trm hg | $801,887 | +1.2% | 34,298 | 0.0% | 0.23% | -13.4% | |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $781,513 | +49.2% | 25,964 | +44.3% | 0.23% | +27.5% | |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $766,785 | +4.6% | 12,300 | +0.1% | 0.22% | -10.8% |
| TSLA | Sell | TESLA INC | $760,292 | -30.2% | 4,325 | -1.3% | 0.22% | -40.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $744,765 | +102.4% | 1,546 | +79.1% | 0.22% | +72.8% |
| VHT | Buy | VANGUARD WORLD FDhealth car etf | $728,460 | +23.8% | 2,693 | +14.7% | 0.21% | +5.5% |
| INTC | Buy | INTEL CORP | $689,185 | -11.8% | 15,603 | +0.3% | 0.20% | -24.5% |
| New | GRAYSCALE BITCOIN TR BTC | $685,141 | – | 10,846 | +100.0% | 0.20% | – | |
| New | DIMENSIONAL ETF TRUSTus large cap val | $672,106 | – | 22,411 | +100.0% | 0.20% | – | |
| IFRA | Sell | ISHARES TRus infrastruc | $664,413 | +6.7% | 15,323 | -0.9% | 0.19% | -8.5% |
| IBHF | New | ISHARES TRibonds 2026 term | $666,411 | – | 28,899 | +100.0% | 0.19% | – |
| PSA | PUBLIC STORAGE | $641,903 | -4.9% | 2,213 | 0.0% | 0.19% | -18.8% | |
| JNJ | Buy | JOHNSON & JOHNSON | $641,460 | +1.9% | 4,055 | +0.9% | 0.19% | -13.1% |
| PRCH | PORCH GROUP INC | $627,752 | +39.9% | 145,650 | 0.0% | 0.18% | +19.7% | |
| ASML | Buy | ASML HOLDING N V | $603,633 | +130.5% | 622 | +79.8% | 0.18% | +96.6% |
| ADBE | Buy | ADOBE INC | $578,272 | -9.2% | 1,146 | +7.3% | 0.17% | -22.2% |
| NVO | Buy | NOVO-NORDISK A Sadr | $580,171 | +32.1% | 4,486 | +5.7% | 0.17% | +12.8% |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $555,863 | +2.3% | 17,114 | 0.0% | 0.16% | -13.0% | |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $540,182 | +73.4% | 13,569 | +50.7% | 0.16% | +48.1% |
| BSJQ | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $537,081 | +88.6% | 23,170 | +88.1% | 0.16% | +60.8% |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $518,762 | +17.0% | 19,393 | +11.7% | 0.15% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $517,946 | +3.0% | 9,082 | 0.0% | 0.15% | -12.3% | |
| IGSB | New | ISHARES TR | $510,133 | – | 9,948 | +100.0% | 0.15% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $507,714 | +6.8% | 1,142 | -1.6% | 0.15% | -8.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $503,660 | +0.2% | 5,824 | +2.4% | 0.15% | -14.6% |
| GLD | SPDR GOLD TR | $476,653 | +7.6% | 2,317 | 0.0% | 0.14% | -8.0% | |
| COST | Buy | COSTCO WHSL CORP NEW | $473,187 | +8.6% | 646 | +0.2% | 0.14% | -7.4% |
| IAU | ISHARES GOLD TRishares new | $472,613 | +7.6% | 11,250 | 0.0% | 0.14% | -8.1% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $465,878 | +4.0% | 7,726 | 0.0% | 0.14% | -11.2% | |
| ITB | New | ISHARES TRus home cons etf | $437,148 | – | 3,776 | +100.0% | 0.13% | – |
| ABBV | Buy | ABBVIE INC | $428,481 | +19.6% | 2,353 | +1.8% | 0.12% | +1.6% |
| AMERICAN CENTY ETF TRinternational lr | $424,109 | +5.1% | 7,842 | 0.0% | 0.12% | -10.2% | ||
| HD | Buy | HOME DEPOT INC | $413,499 | +35.1% | 1,078 | +22.1% | 0.12% | +15.4% |
| Buy | AMERICAN CENTY ETF TRreal estate etf | $387,930 | +4.0% | 9,175 | +6.6% | 0.11% | -11.8% | |
| NFLX | New | NETFLIX INC | $383,840 | – | 632 | +100.0% | 0.11% | – |
| COP | CONOCOPHILLIPS | $374,458 | +9.7% | 2,942 | 0.0% | 0.11% | -6.0% | |
| VGT | New | VANGUARD WORLD FDinf tech etf | $375,427 | – | 716 | +100.0% | 0.11% | – |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $366,086 | +8.4% | 5,525 | 0.0% | 0.11% | -7.8% | |
| AGG | New | ISHARES TRcore us aggbd et | $360,909 | – | 3,685 | +100.0% | 0.10% | – |
| DIMENSIONAL ETF TRUSTintl small cap e | $357,832 | +3.7% | 14,279 | 0.0% | 0.10% | -11.1% | ||
| UNH | Buy | UNITEDHEALTH GROUP INC | $357,976 | +0.7% | 724 | +7.3% | 0.10% | -14.0% |
| CSCO | Sell | CISCO SYS INC | $351,658 | -2.8% | 7,046 | -1.6% | 0.10% | -17.1% |
| CVX | Buy | CHEVRON CORP NEW | $346,713 | +7.4% | 2,198 | +1.5% | 0.10% | -8.2% |
| BAC | New | BANK AMERICA CORP | $347,074 | – | 9,153 | +100.0% | 0.10% | – |
| T | New | AT&T INC | $340,764 | – | 19,361 | +100.0% | 0.10% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $339,778 | +3.3% | 7,838 | +4.5% | 0.10% | -11.6% |
| ORCL | ORACLE CORP | $329,726 | +19.1% | 2,625 | 0.0% | 0.10% | +2.1% | |
| INDA | Buy | ISHARES TRmsci india etf | $323,676 | +18.4% | 6,274 | +12.0% | 0.09% | +1.1% |
| UBS | Buy | UBS GROUP AG | $321,301 | +0.5% | 10,459 | +1.1% | 0.09% | -14.7% |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $316,319 | – | 13,274 | +100.0% | 0.09% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $314,526 | – | 3,936 | +100.0% | 0.09% | – |
| MPC | Sell | MARATHON PETE CORP | $312,124 | +35.7% | 1,549 | -0.1% | 0.09% | +16.7% |
| AVGO | Sell | BROADCOM INC | $284,963 | -26.6% | 215 | -38.2% | 0.08% | -37.1% |
| IJR | ISHARES TRcore s&p scp etf | $287,444 | +2.1% | 2,601 | 0.0% | 0.08% | -13.5% | |
| VVV | VALVOLINE INC | $281,415 | +18.6% | 6,314 | 0.0% | 0.08% | +1.2% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $278,354 | +6.6% | 15,673 | +2.1% | 0.08% | -9.0% |
| IWF | New | ISHARES TRrus 1000 grw etf | $278,403 | – | 826 | +100.0% | 0.08% | – |
| DHR | DANAHER CORPORATION | $276,239 | +7.9% | 1,105 | 0.0% | 0.08% | -8.0% | |
| PSX | Sell | PHILLIPS 66 | $272,941 | +14.5% | 1,671 | -6.7% | 0.08% | -2.5% |
| VWOB | New | VANGUARD WHITEHALL FDSem mk gov bd etf | $267,640 | – | 4,192 | +100.0% | 0.08% | – |
| IBB | ISHARES TRishares biotech | $269,637 | +1.0% | 1,965 | 0.0% | 0.08% | -14.3% | |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $261,657 | +5.6% | 7,348 | 0.0% | 0.08% | -9.5% | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $261,450 | – | 5,167 | +100.0% | 0.08% | – |
| IWB | Sell | ISHARES TRrus 1000 etf | $256,059 | +6.6% | 889 | -2.9% | 0.07% | -9.8% |
| URI | New | UNITED RENTALS INC | $250,225 | – | 347 | +100.0% | 0.07% | – |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $247,653 | +25.5% | 21,041 | +3.2% | 0.07% | +7.5% |
| MRK | Sell | MERCK & CO INC | $247,789 | +20.8% | 1,867 | -0.1% | 0.07% | +2.9% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $248,525 | +7.6% | 985 | -3.8% | 0.07% | -7.7% |
| PEP | Sell | PEPSICO INC | $243,260 | +2.9% | 1,380 | -0.1% | 0.07% | -11.2% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $241,612 | +5.6% | 6,192 | 0.0% | 0.07% | -10.3% | |
| DHI | New | D R HORTON INC | $229,218 | – | 1,393 | +100.0% | 0.07% | – |
| Sell | AMERICAN CENTY ETF TRavantis moderat | $223,499 | +1.2% | 3,930 | -3.8% | 0.06% | -13.3% | |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $223,137 | +21.8% | 18,846 | -6.3% | 0.06% | +4.8% |
| INTU | Buy | INTUIT | $224,900 | +4.9% | 346 | +0.9% | 0.06% | -11.0% |
| ASH | New | ASHLAND INC | $223,951 | – | 2,300 | +100.0% | 0.06% | – |
| SCZ | ISHARES TReafe sml cp etf | $219,375 | +2.3% | 3,464 | 0.0% | 0.06% | -12.3% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $220,534 | -0.4% | 2,658 | 0.0% | 0.06% | -14.7% | |
| AMAT | New | APPLIED MATLS INC | $222,110 | – | 1,077 | +100.0% | 0.06% | – |
| New | BACKBLAZE INC | $219,976 | – | 21,503 | +100.0% | 0.06% | – | |
| DE | Sell | DEERE & CO | $218,675 | +0.1% | 530 | -2.8% | 0.06% | -14.9% |
| HMC | New | HONDA MOTOR LTDadr ech cnv in 3 | $216,381 | – | 5,812 | +100.0% | 0.06% | – |
| CAT | New | CATERPILLAR INC | $218,734 | – | 597 | +100.0% | 0.06% | – |
| GWW | New | GRAINGER W W INC | $212,616 | – | 209 | +100.0% | 0.06% | – |
| CSM | New | PROSHARES TRlarge cap cre | $210,391 | – | 3,464 | +100.0% | 0.06% | – |
| ADI | ANALOG DEVICES INC | $206,888 | -0.4% | 1,046 | 0.0% | 0.06% | -15.5% | |
| ANTM | New | ELEVANCE HEALTH INC | $207,934 | – | 401 | +100.0% | 0.06% | – |
| RACE | New | FERRARI N V | $203,584 | – | 467 | +100.0% | 0.06% | – |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $201,815 | -68.8% | 3,441 | -70.2% | 0.06% | -73.2% |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $200,322 | – | 3,993 | +100.0% | 0.06% | – |
| MFG | Buy | MIZUHO FINANCIAL GROUP INCsponsored adr | $188,891 | +17.1% | 47,460 | +1.2% | 0.06% | 0.0% |
| NMR | Sell | NOMURA HLDGS INCsponsored adr | $183,458 | +35.2% | 28,576 | -5.0% | 0.05% | +15.2% |
| ELAN | Sell | ELANCO ANIMAL HEALTH INC | $170,712 | +7.0% | 10,486 | -2.0% | 0.05% | -7.4% |
| BDN | Sell | BRANDYWINE RLTY TRsh ben int new | $78,158 | -17.8% | 16,283 | -7.5% | 0.02% | -28.1% |
| WIT | New | WIPRO LTDspon adr 1 sh | $66,240 | – | 11,520 | +100.0% | 0.02% | – |
| ABEV | Buy | AMBEV SAsponsored adr | $56,896 | +6.5% | 22,942 | +20.3% | 0.02% | -11.1% |
| ENIC | Sell | ENEL CHILE S.A.sponsored adr | $48,138 | -44.9% | 15,783 | -41.5% | 0.01% | -53.3% |
| FTCI | FTC SOLAR INC | $32,340 | -22.2% | 60,000 | 0.0% | 0.01% | -35.7% | |
| PFIE | New | PROFIRE ENERGY INC | $26,437 | – | 14,290 | +100.0% | 0.01% | – |
| AQMS | AQUA METALS INC | $10,760 | -29.2% | 20,000 | 0.0% | 0.00% | -40.0% | |
| BCOV | Exit | BRIGHTCOVE INC | $0 | – | -10,541 | -100.0% | -0.01% | – |
| HSBC | Exit | HSBC HLDGS PLCspon adr new | $0 | – | -5,583 | -100.0% | -0.08% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,237 | -100.0% | -0.10% | – |
| AVIG | Exit | AMERICAN CENTY ETF TRavantis core fi | $0 | – | -6,785 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 16.0% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 15.0% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 14.0% |
| APPLE INC | 7 | Q2 2024 | 6.5% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 5.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.4% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 3.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 2.0% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 2.1% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 1.8% |
View Werba Rubin Papier Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-03-28 |
View Werba Rubin Papier Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.